Complete tool set for gathering prospect data.

Statement Parsing

From brokerage statements to K1s

AI Enable

Utiliziing OCR and GenAI


Automatically parsed saving you time and effort

Prospect or Advisor Led

Least amount of friction for a traditional prospect

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Direct Portfolio Data Feeds

Access to over 15,000 institutions


Bank-grade encryption

Daily Updates

Including cost basis and purchase dates

Prospect Led

Least amount of friction for a tech-friendly prospect

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Securities Classification

40,000+ public and private securities and growing

AI Enabled

Utilizing GenAI for private security master


Automatic classification gives deeper understanding of prospect's assets


See data how you want it displayed

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